BFEC

Benjamin F. Edwards & Company Portfolio holdings

AUM $5.69B
1-Year Est. Return 15.37%
This Quarter Est. Return
1 Year Est. Return
+15.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.28B
AUM Growth
+$86.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,049
New
Increased
Reduced
Closed

Top Buys

1
+$9M
2
+$7.3M
3
+$6.41M
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$5.69M
5
FXO icon
First Trust Financials AlphaDEX Fund
FXO
+$5.51M

Top Sells

1
+$6.4M
2
+$5.75M
3
+$4.63M
4
FBT icon
First Trust NYSE Arca Biotechnology Index Fund
FBT
+$4.58M
5
FTSD icon
Franklin Short Duration US Government ETF
FTSD
+$4.4M

Sector Composition

1 Technology 6.89%
2 Healthcare 5.73%
3 Industrials 5.66%
4 Financials 4.76%
5 Consumer Staples 4.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$255K 0.02%
714
+550
502
$254K 0.02%
17,737
-26,689
503
$253K 0.02%
27,656
-3,602
504
$253K 0.02%
13,833
-13,179
505
$253K 0.02%
17,571
+6,907
506
$252K 0.02%
5,420
+1,536
507
$248K 0.02%
4,624
+10
508
$248K 0.02%
1,665
+1
509
$247K 0.02%
4,599
+3,672
510
$247K 0.02%
17,833
+16,133
511
$246K 0.02%
2,154
+1,841
512
$246K 0.02%
+5,700
513
$246K 0.02%
1,946
+1,800
514
$244K 0.02%
2,550
-403
515
$244K 0.02%
5,760
+1,250
516
$244K 0.02%
2,449
+1,037
517
$244K 0.02%
3,486
-82
518
$243K 0.02%
5,154
+2,216
519
$243K 0.02%
1,700
+500
520
$241K 0.02%
7,903
+3,888
521
$240K 0.02%
5,075
+3,375
522
$239K 0.02%
4,041
-21,338
523
$238K 0.02%
5,268
+916
524
$237K 0.02%
4,448
-45
525
$237K 0.02%
46,753
+4,428
19 20
21
22 23